Latest Institutional Transactions on Eli Lilly & CO (LLY)
This table provides information on the latest institutional transactions involving Eli Lilly & CO (LLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
20+ 0.2% |
$14.5K - $18.6K
|
10.2K
$8.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.36K- 1.17% |
$1.71M - $2.19M
|
198K
$158M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
55+ 3.47% |
$39.9K - $51.1K
|
1.64K
$1.31M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-135- 4.11% |
$98K - $126K
|
3.15K
$2.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-59- 0.12% |
$42.8K - $54.9K
|
48.2K
$38.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-54- 7.32% |
$39.2K - $50.2K
|
684
$547K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
637+ 8.29% |
$462K - $592K
|
8.32K
$6.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
32+ 11.51% |
$23.2K - $29.8K
|
310
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.4% |
$3.63K - $4.65K
|
1.27K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$726 - $930
|
747
$597K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
305New |
$221K - $284K
|
305
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-122- 20.89% |
$88.5K - $113K
|
462
$369K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
16+ 3.18% |
$11.6K - $14.9K
|
519
$415K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-10- 0.99% |
$7.26K - $9.3K
|
1K
$800K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-131- 3.35% |
$95.1K - $122K
|
3.78K
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-7.78K- 95.1% |
$5.64M - $7.23M
|
401
$321K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
24+ 8.33% |
$17.4K - $22.3K
|
312
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-718- 44.0% |
$521K - $668K
|
914
$731K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.45K - $1.86K
|
1.54K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.86K- 22.72% |
$1.35M - $1.73M
|
6.33K
$5.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 31.58% |
$4.35K - $5.58K
|
25
$20K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11+ 7.05% |
$7.98K - $10.2K
|
167
$133K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
531+ 9.62% |
$385K - $494K
|
6.05K
$4.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
554+ 4.33% |
$402K - $515K
|
13.3K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
2.46K+ 158.34% |
$1.78M - $2.29M
|
4.01K
$3.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-835- 5.6% |
$606K - $776K
|
14.1K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
174+ 8.86% |
$126K - $162K
|
2.14K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-4.1K- 5.44% |
$2.97M - $3.81M
|
71.2K
$56.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
8+ 0.68% |
$5.81K - $7.44K
|
1.19K
$953K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
37+ 8.75% |
$26.9K - $34.4K
|
460
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.31% |
$14.5K - $18.6K
|
1.55K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-72- 6.81% |
$52.3K - $66.9K
|
986
$788K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-22- 5.53% |
$16K - $20.5K
|
376
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
221+ 11.96% |
$160K - $205K
|
2.07K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
45+ 13.93% |
$32.7K - $41.8K
|
368
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15+ 1.49% |
$10.9K - $13.9K
|
1.03K
$819K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
16+ 2.11% |
$11.6K - $14.9K
|
775
$619K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-49- 4.79% |
$35.6K - $45.6K
|
974
$779K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
28+ 0.16% |
$20.3K - $26K
|
17.7K
$14.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
55+ 6.42% |
$39.9K - $51.1K
|
912
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.44K+ 13.77% |
$1.05M - $1.34M
|
11.9K
$9.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.28K- 5.54% |
$927K - $1.19M
|
21.8K
$17.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
280New |
$203K - $260K
|
280
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
280New |
$203K - $260K
|
280
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
260+ 22.3% |
$189K - $242K
|
1.43K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
215+ 0.27% |
$156K - $200K
|
79.7K
$63.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
40+ 1.74% |
$29K - $37.2K
|
2.34K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-88- 3.99% |
$63.9K - $81.8K
|
2.12K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16+ 0.13% |
$11.6K - $14.9K
|
12.4K
$9.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-343- 4.25% |
$249K - $319K
|
7.73K
$6.18M
|